Lido Advisors
BCPC

Lido Advisors’s Balchem Corp BCPC Stock Holding History

Lido Advisors’s Portfolio BCPC Stock Details BCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$533K Buy
3,144
+763
+32% +$130K ﹤0.01% 1270
2025
Q4 		$359K Buy
2,381
+75
+3% +$11.4K ﹤0.01% 1468
2025
Q3 		$346K Buy
2,306
+64
+3% +$10.1K ﹤0.01% 1412
2025
Q2 		$357K Buy
+2,242
New +$364K ﹤0.01% 1258
2022
Q2 		– Sell
-2,654
Closed -$362K – 1086
2022
Q1 		$362K Buy
2,654
+494
+23% +$70.8K ﹤0.01% 744
2021
Q4 		$364K Buy
2,160
+728
+51% +$117K ﹤0.01% 734
2021
Q3 		$207K Buy
+1,432
New +$194K ﹤0.01% 913

Other funds holding BCPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lido Advisors's BCPC Position: Q1 2026 in Review

Lido Advisors increased its Balchem Corp (BCPC) stake by 32% in Q1 2026, buying an estimated $130K and bringing the position to 3,144 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

Lido Advisors first reported a position in BCPC in Q3 2021 and has held it in 7 quarters since. 422 funds tracked by Wall St. Rank hold BCPC as of Q1 2026.

  • Lido Advisors held 3,144 shares of Balchem Corp worth $533K as of Q1 2026.
  • Lido Advisors bought 763 Balchem Corp shares in Q1 2026, an estimated $130K.
  • Balchem Corp made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1270 holding.
  • Lido Advisors first reported a position in Balchem Corp in Q3 2021 and has held it in 7 quarters since.
  • 422 funds tracked by Wall St. Rank held Balchem Corp as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.